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Jay Kloepfer — Head of Capital Markets Research · Callan · San Francisco Bay Area.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
As director of Callan's Capital Markets Research Group, I oversee efforts to help our fund sponsor clients through strategic planning, conducting asset allocation and asset/liability studies, developing optimal investment manager structures, evaluating defined contribution plan investment lineups, and providing custom research on a variety of investment topics.
I'm also a member of Callan's Management and Institute Advisory committees, a shareholder of the firm, and the author of the Callan Periodic Table of Investment Returns, which I created it back in 1999.
Prior to Callan, I was a senior economist and the western regional manager for Standard & Poor's DRI. My educational background includes an MA in economics from Stanford University and a BS with honors in economics from the University of Oregon.
Experience
Executive Vice President & Director, Capital Markets Research